Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$397,083
+$3,458 QoQ
Shares Held
4,945
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#737
of 1,284 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $2,085,268 across 4 Utilities - Regulated Electric names. XEL ranks #3 (19.0% of the industry book) .
All Filings in XEL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,083 | 4,945 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $393,625 | 4,955 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $365,607 | 4,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $398,411 | 4,940 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $335,733 | 4,930 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $348,994 | 4,930 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $332,873 | 4,930 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $321,929 | 4,930 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $262,777 | 4,920 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $264,181 | 4,915 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $304,287 | 4,915 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $281,236 | 4,915 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $305,565 | 4,915 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $331,467 | 4,915 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $344,590 | 4,915 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $314,560 | 4,915 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $347,785 | 4,915 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $354,715 | 4,915 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $332,745 | 4,915 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $307,187 | 4,915 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $323,800 | 4,915 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,896 | 4,915 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $327,683 | 4,915 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||